Latest Institutional Purchases of Fidelity Covington Tr Msci Ind (FIDU)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ind (FIDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4KNew |
$203K - $228K
|
4K
$259K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.43K+ 33.85% |
$72.7K - $81.5K
|
5.67K
$366K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$66K - $73.9K
|
1.3K
$84K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$50.8K - $56.9K
|
1K
$64.6K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
600New |
$30.5K - $34.1K
|
600
$38.8K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
142New |
$7.21K - $8.08K
|
142
$9.18K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84New |
$4.26K - $4.78K
|
84
$5.43K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
63New |
$3.2K - $3.58K
|
63
$4.07K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.5KNew |
$1.03M - $1.12M
|
20.5K
$1.33M
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
12.7KNew |
$638K - $693K
|
12.7K
$820K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 83.19% |
$75.4K - $81.8K
|
3.3K
$213K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.01KNew |
$51K - $55.3K
|
1.01K
$65.5K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
145New |
$7.29K - $7.91K
|
145
$9.37K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
132New |
$6.64K - $7.2K
|
132
$8.53K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$101 - $109
|
2
$129
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$3.07M - $3.35M
|
63.1K
$4.08M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
940New |
$45.7K - $50K
|
940
$60.8K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
729New |
$35.4K - $38.7K
|
729
$47.1K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
280New |
$13.6K - $14.9K
|
280
$18.1K
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
268New |
$13K - $14.2K
|
268
$17.3K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
172New |
$8.36K - $9.14K
|
172
$11.1K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
120New |
$5.83K - $6.38K
|
120
$7.76K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
108New |
$5.25K - $5.74K
|
108
$6.98K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$4.86K - $5.32K
|
100
$6.46K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
25New |
$1.22K - $1.33K
|
25
$1.62K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2+ 0.49% |
$97.2 - $106
|
411
$26.6K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$482K - $574K
|
10.9K
$701K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.63K+ 2191.83% |
$250K - $298K
|
5.89K
$381K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.15KNew |
$95.5K - $114K
|
2.15K
$139K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
805New |
$35.7K - $42.6K
|
805
$52K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
730New |
$32.4K - $38.6K
|
730
$47.2K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$4.44K - $5.29K
|
100
$6.46K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
26New |
$1.15K - $1.38K
|
26
$1.68K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.42% |
$133 - $159
|
725
$46.9K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1New |
$44.4 - $52.9
|
1
$64.6
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
143KNew |
$6.28M - $7.62M
|
143K
$9.21M
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6.59K+ 7.33% |
$290K - $353K
|
96.5K
$6.24M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.88KNew |
$127K - $154K
|
2.88K
$186K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
796New |
$35.1K - $42.6K
|
796
$51.5K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
153New |
$6.74K - $8.18K
|
153
$9.89K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34+ 0.41% |
$1.5K - $1.82K
|
8.38K
$541K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$220 - $267
|
5
$323
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.45% |
$88.1 - $107
|
443
$28.6K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.7KNew |
$582K - $664K
|
11.7K
$755K
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
6.18KNew |
$308K - $352K
|
6.18K
$400K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$4.99K - $5.69K
|
100
$6.46K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10New |
$499 - $569
|
10
$646
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
6.41KNew |
$335K - $368K
|
6.41K
$414K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
460New |
$24K - $26.4K
|
460
$29.7K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.2KNew |
$529K - $567K
|
10.2K
$659K
|